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Mailbag: Is It A Red Flag That My Attorney Handles Investments, Life Insurance, and Taxes?
Manage episode 424560780 series 3327542
Innhold levert av Ted Alatsas. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ted Alatsas eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
It's a mailbag edition of the show today! This week, Cole asks how to manage their estate plan given that the life insurance payout, in the event of their death, would be significantly larger than their current assets. Vivian asks whether it's a red flag that their attorney's office manages investments, life insurance, and taxes in addition to legal services.
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Website: https://www.alatsaslawfirm.com/
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